Resolution Number 20-06-16-06RESOLUTION NO. 20-06-16-06
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
SAN JUAN CAPISTRANO AMENDING RESOLUTION
19-11-05-03, THE CITY'S CLASSIFICATION AND
COMPENSATION PLANS, ADDING THE CLASSIFICATION
OF FINANCE MANAGER, MAKING THE CLASSIFICATION
OF COMMUNITY SERVICES MANAGER AN EXECUTIVE
POSITION, ADDING ONE SENIOR MANAGEMENT
ANALYST POSITION, AND ELIMINATING THE 3.5%
SCHEDULED INCREASE FOR EXECUTIVES
WHEREAS, the City Council of the City of San Juan Capistrano is authorized and
directed under the City's Personnel Rules and Regulations to adopt and amend a
Personnel Classification and Compensation Plan in order to administer the City's
Personnel Management System; and,
WHEREAS, the City desires to amend the Personnel Classification and
Compensation Plan related to the Executive staff to reflect the foregoing of the scheduled
3.5% increased beginning July 2020; and,
WHEREAS, the City desires to create the classification of Finance Manager and
place the position in the Management and Professional Employees Association (MPEA)
make the classification of Community Services Manager an Executive -level classification,
and add one Senior Management Analyst position; and
WHEREAS, the City's Personnel Rules and Regulations provide that adoption or
amendment of the City's Personnel Classification and Compensation Plans shall be made
by resolution of the City Council.
NOW, THEREFORE, BE IT RESOLVED, that the City Council of the City of San
Juan Capistrano does hereby; amend Resolution No. 19-11-05-03, the City's Personnel
and Classification and Compensation Plans as follows: authorize one Senior
Management Analyst position (1 FTE); approve the job description of Finance Manager
(Exhibit A) and authorize one position (1 FTE) at Grade 67 of the MPEA salary table
(Exhibit B); and approve the revised job description of Community Services Manager
(Exhibit C) and authorize one position (1 FTE) at Grade 67 of the Executive salary table,
which table recognizes the foregoing of the 3.5% salary increase that was scheduled to
take effect July 1, 2020 (Exhibit D).
APPROVED AND ADOPTED this
ATTEST:
MARIA MOFf IS, CITY CLFR�
16th day of June 2020.
TROY . BOURNE, MAYOR
6/16/2020
STATE OF CALIFORNIA }
COUNTY OF ORANGE } ss.
CITY OF SAN JUAN CAPISTRANO }
I, Maria Morris, appointed City Clerk of the City of San Juan Capistrano, do hereby certify
that the foregoing Resolution No. 20-06-16-06 was duly adopted by the
City Council of the City of San Juan Capistrano at a Regular meeting thereof, held the
16th day of June 2020, by the following vote:
AYES:
COUNCIL MEMBERS:
Reeve, Maryott, Farias, Taylor and Mayor Bourne
NOES:
COUNCIL MEMBERS:
None
ABSENT:
CQUNCIL MEMBERS:
None
MARIA MbRRIS, CITY
RK
2 6/16/2020
CITY OF SAN JUAN CAPISTRANO
FINANCE MANAGER
Class specifications are intended to present a descriptive list of the range of duties performed by employees in the class. Specifications
are not intended to reflect all duties performed within the job.
DEFINITION
To assist in managing, supervising and coordinating specific functions of the Finance Department,
including financial management and/or other assigned functions; to serve as a member of the
departmental administrative management team; to coordinate assigned activities with other City
departments, divisions, and outside agencies; to provide highly responsible, professional and complex
administrative support to the Chief Financial Officer/City Treasurer (CFO).
SUPERVISION RECEIVED AND EXERCISED
Receives administrative direction from the CFO.
May exercise direct supervision over management, technical and clerical staff.
ESSENTIAL FUNCTION STATEMENTS Essential responsibilities and duties may include, but are not
limited to, the following:
Essential Functions:
Assumes management responsibility for assigned day-to-day services and activities of the Finance
Department, including but not limited to general accounting, financial reporting, purchasing, accounts
payable, payroll, and budgeting.
2. Provides professional and technical advice, assistance, and support to the CFO on matters related
to departmental functions.
3. Manages and participates in the development and implementation of goals, objectives, priorities,
policies, and procedures for assigned programs; monitors and evaluates the efficiency and
effectiveness of service delivery methods and procedures
Prepares, coordinates, and reviews the work activities of assigned staff; assigns work activities,
projects and programs; coordinates department activities with other City departments and outside
agencies and organizations.
5. Oversees and participates in the development and administration of the Finance Department annual
budget; forecasts funds needed for staffing, equipment, materials, and supplies; monitors and
approves expenditures; implements adjustments.
6 Selects, trains, motivates and evaluates assigned personnel; provides or coordinates staff training;
evaluates quality of work performed and works with employees to correct deficiencies; implements
discipline as needed.
7. Oversees, develops, and administers the City's annual operating budget, including preparation,
revenue forecasting, and review of departmental expenditure forecasts.
EXHIBIT A
CITY OF SAN JUAN CAPISTRANO
Finance Manager (Continued)
8. May participate in the development of projected utility commodity sales and utility user rates; may
provide on-going monitoring, reporting, and recommendations.
9. Participates in major financial projects as assigned; works with assigned tax and bond consultants;
issues bonds; prepares related reports.
10. Provides support in the preparation of the City's annual capital improvement budget; calculates
available fund balances, prepares budget compilations, reviewing for consistency with operating
budget and other master plan documents, and incorporates into the City's overall budget document.
11. Oversees the preparation the City's annual financial report, including financial statements and
statistical information used to identify trends.
12. Manages information system issues related to departmental needs; performs complex and technical
accounting and fiscal record management computer system analyses; identifies and analyzes
problem areas in general accounting, payroll, and related systems; makes recommendations and
assists in implementing accounting system improvements.
13. Conducts a variety of organizational studies and operational studies; recommends modifications to
accounting management programs, policies, and procedures, as appropriate.
14. May serve as staff on boards, commissions and committees as assigned; prepares and may present
staff reports and other necessary correspondence; provides information to elected officials.
15. Attends and participates in professional group meetings; stays abreast of new trends and innovations
in the field of municipal accounting systems.
16. Responds to public inquiries and complaints; negotiates and resolves sensitive, complex, or
controversial issues.
17. Performs related duties and responsibilities as required.
QUALIFICATIONS
Knowledge of:
• Generally accepted accounting principles and auditing standards.
• Operational characteristics, services and activities of a municipal accounting program.
• Management skills to analyze programs, policies and operational needs.
• Principles and practices of program development and administration.
• Principles and practices of accounting, budgeting, and auditing.
• Principles, practice, and procedures of financial record keeping and reporting.
• Principles and practices of automated data systems as applied to accounting and other finance -related
applications.
• Principles and practices of municipal budget preparation and administration.
• Principles of supervision, training and performance evaluation.
• Pertinent Federal, State, and local laws, codes and regulations.
Skill in:
• Managing, supervising and coordinating the work of lower level staff.
Selecting, supervising, training and evaluating staff.
• Overseeing and managing operations, services and activities of the Finance Department.
2 EXHIBIT A
CITY OF SAN JUAN CAPISTRANO
Finance Manager (Continued)
• Developing and administering division goals, objectives and procedures.
Preparing and administering large and complex budgets.
• Analyzing and interpreting financial data.
• Preparing clear and concise administrative and financial records and reports.
• Analyzing problems, identifying alternative solutions, projecting consequences of proposed actions and
implementing recommendations in support of goals.
• Researching, analyzing, and evaluating new service delivery methods and techniques.
• Interpreting and applying Federal, State and local policies, laws and regulations.
• Communicating clearly and concisely, both orally and in writing.
• Establishing and maintaining effective working relationships with those contacted in the course of work.
EXPERIENCE AND TRAINING GUIDELINES
Any combination of experience and training that would likely provide the required knowledge and abilities is
qualifying. A typical way to obtain the knowledge and abilities would be:
Experience:
Five years of experience in governmental accounting, finance, and budget development, including two
years of administrative and supervisory responsibility. Public sector finance experience at a
management level is desirable.
Training:
Equivalent to a Bachelor's Degree from an accredited college or university with major course work in
accounting, business administration or a related field. Master's Degree is desirable.
3 EXHIBIT A
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CITY OF SAN JUAN CAPISTRANO
COMMUNITY SERVICES MANAGER
Class specit7cations are intended to present a descoptive list of the range of duties performed w i t h in the class. Specifications are not
intended to reflect all duties performed within the jot.
DEFINITION
To manage the planning and coordinating of the activities and operations of the Community
Services Department including leisure, human services, cultural, and recreational activities. This is an
Executive -level single position classification.
SUPERVISION RECEIMEQ AND EXERCISED
Receives general direction from the Assistant City Manager.
Exercises direct supervision over professional and technical staff.
ESSENTIAL FUNCTION STATEMENIM. Essential responsibilities and duties may include, but are not
limited to, the following:
Essential Functions:
1. Manages all facets of the Community Services Department, including the operation of the City's
Community Center.
2. Oversees all staff of the Community Services Department; directly supervises professional and
technical staff as determined.
3. Researches and writes grant proposals; monitors expenditures; implements and manages
programs.
4. Manages and administers consultant contracts; determines scope of work and prepares RFP's and
RFQ's, participates in the bidding and selection process; monitors contracts; processes and
recommends payments.
5. Provides staff assistance to the Parks, Recreation, Youth and Senior Services, Trails
and Equestrian Commission; prepares and presents Commission and City Council agenda items.
6. Serves as the appointing authority for all Community Services staff; provides or coordinates staff
training; works with employees to correct deficiencies; implements discipline procedures.
7. Develops and implements department goals and objectives; implements approved policies and
procedures.
8. Directs, coordinates, and reviews the work plan for assigned programs; meets with staff to identify
and resolve problems; assigns work activities and projects; monitors workflow; reviews and
evaluates work products, methods, and procedures.
9. Prepares and administers assigned program budgets; submits budget recommendations; monitors
expenditures and revenues.
10. Oversees the coordination of large special events including logistics, publicity, and sponsorship.
11. Oversees procurement of equipment and supplies as required for assigned programs and
activities; confers with management and other public and private agencies in procuring materials
and equipment for program use.
EXHIBIT B
CITY OF SAN JUAN CAPISTRANO
Community Services Manager (Continued)
12. Assesses and monitors community needs; identifies opportunities for improving service delivery methods
and procedures and developing new programs; implements programs or improvements.
13. Coordinates marketing procedures and publicity program events with those of other divisions, outside
agencies and organizations; prepares and presents brochures, press releases and related public
relations material.
14. Confers with other departments, divisions and outside agencies; identifies and implement programs to
meet community needs.
15. Attends and participates in professional group meetings; stays abreast of new trends and innovations in
the field of recreation and human services programming.
16. Performs related duties and responsibilities as required.
QUALIFICATIONS
riowledge ref:
Operations, services and activities of a recreation, leisure and human services program.
Principles of supervision, training and performance evaluation.
Modern and complex principles and practices of recreation program development and administration.
Principles and practices of municipal budget preparation and administration.
Recent developments, current literature and sources of information related to recreation and human
services, planning and administration.
Procurement practices related to equipment and supplies.
Marketing theories, principles and practices and their application to a wide variety of leisure services.
Modern office procedures, methods and equipment including computers.
Pertinent Federal, State and local laws, codes and regulations.
Skill in:
Directing, supervising, organizing, and reviewing the work of professional; technical, and clerical
personnel. Interpreting and explaining the assigned recreation program policies and procedures.
Operating office equipment including computers and supporting word processing and spreadsheet
applications.
Researching, analyzing, and evaluating new service delivery methods, procedures and techniques.
Recommending and implement goals, objectives and practices for providing effective recreation
programs.
Eliciting community and organizational support for recreation programs.
Preparing clear and concise reports.
Making public presentations.
Communicating clearly and concisely, both orally and in writing.
Establishing and maintaining effective working relationships with those contacted in the course of work.
CITY OF SAN JUAN CAPISTRANO
Community Services Manager (Continued)
Experience and Training Guidelines
Any combination of experience and training that would likely provide the required knowledge and abilities
is qualifying. A typical way to obtain the knowledge and abilities would be:
Experience:
Six years of experience in recreation program development and implementation, including three
years of administrative and supervisory responsibility.
Training:
Equivalent to a Bachelor's degree from an accredited college or university with major course work in
recreation administration, physical education, public administration, or a related field.
Possession of, or ability to obtain, an appropriate valid driver's license.
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